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Client Relations Officer

3 months ago

Nottingham, Nottingham, United Kingdom Capio Recruitment Full time

Salary: £29,000 - £31,000

Capio Recruitment is representing a prominent national firm that is in search of a skilled Financial Planning Operations Administrator to support their expanding business needs. This organization prioritizes client satisfaction and has established enduring relationships with a significant number of clients, reflected in their impressive client retention rates.

The company fosters a respectful work environment, promoting an "adult working culture" that accommodates flexible hours and hybrid working arrangements tailored to the needs of employees and their families.

Key Responsibilities

Your primary duty will be to deliver efficient and effective administrative assistance to a team of financial advisers. This includes engaging clients in ongoing service programs and providing technical support for financial platforms. The focus of this role is on enhancing client service and retention, ensuring that commitments made to clients are fulfilled.

Utilizing traditional communication methods such as mail and phone calls, you will be responsible for offering clients their regular financial reviews, preparing review documentation, and maintaining the client records system with meticulous attention to detail to ensure accurate reporting.

This position is ideal for an experienced financial planning administrator who excels in a dynamic work environment and enjoys working independently, while seeking a new opportunity to advance their career.

Essential Qualifications:

  • At least 2 years of experience in financial planning administration.
  • Familiarity with Intelligent Office (IO) is preferred.
  • Demonstrates a high level of accuracy and attention to detail.
  • Possesses strong communication skills and is comfortable interacting with clients while managing time effectively.
  • Progress towards a Level 4 Diploma is advantageous.

For further information about this opportunity, please reach out to Capio Recruitment.